HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsyLvania
TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL OF DEDUCTIONS AND ASSESSMENT OF TAX
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DATE 11-17-2014
ESTATE OF GOLDBERG MORDECAI I
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FILE NUMBER 21 14-0251
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ACN 101
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61E�w t WG ST APPEAL DATE: 01-16-2015
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GOLDBERG MORDECAI IFILE NO. :21 14-0251 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (l) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0E tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 68,692.30
6. Jointly Owned Property (Schedule F) (6) 359.93
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 69,052.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8,271 .45
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 13,424, 16
11. Total Deductions (11) 21,695.61
12. Net Value of Tax Return (12) 47,356.62
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 47,356.62
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 47,39i6-62 x 045 = 2,131 . 05
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) .00 X 15 = .00
19. Principal Tax Due (19)= 2,131.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-17-2014 CDO19435 .00 2,131 .05
TOTAL TAX PAYMENT 2,131 .05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.